LEAP SYSTEMS

Leap Systems is a unique approach to managing personal finance. It incorporates everything from income and investments to insurance and taxes, thereby offering your clients a full visual model of their financial position. By having a model to evaluate their performance, your clients can manage their finances more efficiently. This distinct approach blends budgeting science and visual representations with a philosophy of protection, savings and growth that encourages your clients to achieve their full financial potential.

With Leap’s interactive tools your clients not only learn how money works, they also recognize the impact of all their financial decisions. With these tools, you and they can simulate financial strategies and view potential outcomes. By examining those outcomes your clients will begin to understand the factors that may be eroding their wealth. They can then use that knowledge to make informed choices that improve their financial lives.

What Leap can do for you

• Leap offers several systems based on the type of practice preferences you may have. They range from contemporary and affordable cloud-based options, to more sophisticated and powerful simulation software. All these options allow you to practice around those key components of the Leap Strategic Process™: Game Board, Rulebook and Macro Manager.
• Leap is designed for professionals who are looking to focus on a “process,” one that is designed to optimize outcomes for their clients. It is for those who are looking for a toolset that performs analysis and allows verification of strategies. Leap also works well for professionals who set themselves apart from most other insurance and financial representatives and who are willing to devote effort to their own professional development.